asked on May 4, 2022 Show version history

Question : Is there a way to have a Form compare itself to an "older" version of itself after a User Task?

Background : I just built a process that takes a single massive PDF and moves only certain chunks to specific users, however, due to how delicate this is I have some contingencies built-in. It follows these steps

1 Employee fills out and submits the Form
2 Document is uploaded to Laserfiche
3 Form is compared to existing information in LF

4 Workflow compares the employee names against the Employee Files in LF

4b If anything is new to LF the process sends the user back to Step 1 to either fix a typo or provide the system with the required information to make the Employee File

4c If everything checks out then it moves on

5 Workflow then takes the number of employees, multiples it by the number of pages specified for each user and finally subtracts the number of pages of the document. This is to ensure the User submit correct information as the PDF provided should only have information meant for the users and if the result isn't 0 they've messed it up

5b If the math doesn't work out it sends the information back to the Step 1 to fix the information

5c If everything checks out then it moves on

6 Builds some folders and moves some pages around

However, if I could get Step 5b to compare its Collection>Name Fields against the same fields from Step 4 then it wouldn't need to loop back through Step 3 and 4.

Is this possible?

 

Edit : for what it's worth I do know I could consolidate a good chunk, if not all of, steps 4 and 5 together but I prefer the delay in the process because some of my test documents took longer to load then it took me to fill out the forms and aside from a hard "Delay" workflow I can't find a way to delay the process until it's finished uploading.

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